Resource Planner - Advanced

Type of training

Prerequisites

Length

Goal:

To be able to create new skills, prepare and create forecasts in Teleopti WFM.

To know the procedure for automatic scheduling and schedule optimization.

Content:

Settings/Options - A detailed "go-through" of all important settings for the organization's hierarchy, how to work with different employment types, advanced contract settings, scheduling settings, restrictions and system settings.

People - Go through all the "extra" functionality. Set up of restrictions, use time bank and learn to sort groups, find people and set up groupings.

Forecast - Work with scenarios and a detailed "go-through" of all forecasting steps for the telephony forecast method, terms and settings.

Shifts - Define shift category, rule sets and shift bags

Schedule - Preparation and the different processes during scheduling

Fairness among agents - Discussion and what settings you can rely on

Working with Preferences - Setting up the system for using preferences

Working with Hourly employees - Functionality and settings

Trainer:

Training is held by a trainer/consultant from Teleopti AB

Training may be held in Swedish or English. Please ask us when you register.

Time:

Please note that the training is scheduled based on Central Europe Time (CET)